46 points | by mapping365 2 hours ago
10 comments
AI build out is just a way for cloud providers to keep customers since you can't get hardware for your own on-prem setup
What does this mean in the larger landscape though? Every company is using AI or trying it out, are they not using the cloud services for it? If so is it still not a big enough pie to show?
What about Google and Amazon I wonder ?
How much of their cloud/AI revenue is organic reflecting actual business usage, and how much from Anthropic, especially for Amazon ?
It's all fugazi.
Fuhget about it.
Gift link: https://www.bloomberg.com/news/articles/2026-08-05/microsoft...
The AI ouroboros. This is going to crash like Enron.
This is going to crash like the Titanic.
It’s a little worrying when larger news outlets start picking up on what Zitron has been saying:
https://www.wheresyoured.at/the-ai-demand-bubble/
AI as a tool is useful and will stick around but the funding acrobatics along with 0 moat is going to end with some major losers.
If that worries you, you'll be aghast at the fact that Ed's actually been on Bloomberg TV a couple times now.
AI build out is just a way for cloud providers to keep customers since you can't get hardware for your own on-prem setup
What does this mean in the larger landscape though? Every company is using AI or trying it out, are they not using the cloud services for it? If so is it still not a big enough pie to show?
What about Google and Amazon I wonder ?
How much of their cloud/AI revenue is organic reflecting actual business usage, and how much from Anthropic, especially for Amazon ?
It's all fugazi.
Fuhget about it.
Gift link: https://www.bloomberg.com/news/articles/2026-08-05/microsoft...
The AI ouroboros. This is going to crash like Enron.
This is going to crash like the Titanic.
It’s a little worrying when larger news outlets start picking up on what Zitron has been saying:
https://www.wheresyoured.at/the-ai-demand-bubble/
AI as a tool is useful and will stick around but the funding acrobatics along with 0 moat is going to end with some major losers.
If that worries you, you'll be aghast at the fact that Ed's actually been on Bloomberg TV a couple times now.